Customer XML Upload Format

Note: For information on procedures and formatting rules that apply to all KFS batch uploads on the administration menu, see Batch Upload Basics.

Keep these rules in mind:

Customer XML Upload formats:

Name

Type

Max Size

Required?

Special Formatting

Customer

<customerName>

Characters

60

Yes

<customerParentCompanyNumber>

Integer

9

No

<customerTypeCode>

Integer

40

Yes

<customerLastActivityDate>

Date

10

No

YYYY-MM-DD

<customerTaxTypeCode>

Characters

2

Yes

<customerTaxNbr>

Characters

4

Yes

FEIN or SSN

<customerActiveIndicator>

Characters

1

Yes

Y or N

<customerPhoneNumber>

Characters

20

No

<customer800PhoneNumber>

Characters

20

No

<customerContactName>

Characters

40

No

<customerContactPhoneNumber>

Characters

20

No

<customerFaxNumber>

Characters

20

No

<customerBirthDate>

Date

10

No

YYYY-MM-DD

<customerTaxExemptIndicator>

Characters

1

No

Y or N

<customerCreditLimitAmount>

Decimal

No

Money Format (2 decimal places)

<customerCreditApprovedByName>

Characters

40

No

<customerEmailAddress>

Characters

60

No

Address

<customerAddressName>

Characters

40

Yes

<customerLine1StreetAddress>

Characters

30

No

<customerLine2StreetAddress>

Characters

30

No

<customerCityName>

Characters

25

No

<customerStateCode>

Characters

2

No

<customerZipCode>

Characters

20

No

<customerCountryCode>

Characters

2

No

<customerAddressInternationalProvinceName/>

Characters

45

No

<customerInternationalMailCode />

No

<customerEmailAddress>

Characters

60

No

<customerAddressTypeCode>

Characters

1

No

More:

Customer CSV Upload